3,238 hedge funds and large institutions have $223B invested in Merck in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,223 increasing their positions, 1,454 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,238
Holders Change
+76
Holders Change %
+2.4%
% of All Funds
51.06%
Holding in Top 10
258
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.77%
% of All Funds
4.07%
New
186
Increased
1,223
Reduced
1,454
Closed
87
Calls
$2.02B
Puts
$1.78B
Net Calls
+$247M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Shares
Change %
BPWM
2051
Badgley Phelps Wealth Managers
Washington
$1M +$43.5K +377 +5%
AT
2052
American Trust
Kentucky
$1M -$28.8K -250 -3%
GI
2053
Gradient Investments
Minnesota
$995K +$35K +303 +4%
CFA
2054
Capstone Financial Advisors
Illinois
$994K +$51.7K +448 +5%
LIM
2055
Longfellow Investment Management
Massachusetts
$993K -$164K -1,420 -14%
PCM
2056
Poehling Capital Management
Wisconsin
$991K -$16.8K -146 -2%
AC
2057
Allstate Corporation
Illinois
$991K
SWA
2058
SOA Wealth Advisors
New York
$990K +$3.58K +31 +0.4%
WAM
2059
WealthTrust Asset Management
Florida
$990K -$39.8K -345 -4%
SCA
2060
STALEY CAPITAL ADVISERS
Pennsylvania
$988K +$1.73K +15 +0.2%
AIM
2061
Athena Investment Management
California
$988K -$16.5K -143 -2%
AWM
2062
Avior Wealth Management
Nebraska
$988K -$24.5K -212 -2%
MPCG
2063
Matrix Private Capital Group
New York
$987K -$1.28K -11 -0.1%
P
2064
&Partners
Tennessee
$986K -$9.92K -86 -1%
BPFA
2065
Barnes Pettey Financial Advisors
Mississippi
$986K +$13K +113 +1%
IFWM
2066
Institute for Wealth Management
Colorado
$982K -$3.46K -30 -0.4%
JSW
2067
Journey Strategic Wealth
New Jersey
$982K -$279K -2,419 -22%
KFA
2068
Kapstone Financial Advisors
Ohio
$982K +$6.74K +64 +0.7%
KIG
2069
Kowal Investment Group
Wisconsin
$982K -$5.19K -45 -0.5%
SI
2070
Scharf Investments
California
$981K +$60.9K +528 +7%
OSNBOA
2071
Old Second National Bank of Aurora
Illinois
$981K
BHIC
2072
Bassett Hargrove Investment Counsel
Delaware
$980K +$7.76K +70 +0.8%
CCB
2073
Cutter & Co Brokerage
Missouri
$976K +$57.8K +501 +6%
CG
2074
CFO4Life Group
Texas
$976K +$72.6K +629 +8%
FCFC
2075
First Commonwealth Financial Corp
Pennsylvania
$975K -$8.54K -74 -0.9%